Lincoln National Corp
LNC- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0000059558
In the last 90 days, Lincoln National Corp insiders filed 0 open-market purchases and 2 sales; 620 institutions reported holding it in 13F filings for Q2 2026, worth $5.80B in total; no superinvestor holds it.
Other share classesLNC.PD
13F holders, Q3 2025
Institutional positions in Lincoln National Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 605
- +48 vs. Q2 2025
- Shares held
- 134.3M
- +4.65M (+3.6%) vs. Q2 2025
- Total value
- $5.41B
- +$928.7M (+20.7%) vs. Q2 2025
- New holders
- 89
- 193 more added
- Sold out
- 41
- 194 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LNC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 620 | $5.80B |
| Q1 2026 | 616 | $5.56B |
| Q4 2025 | 627 | $7.03B |
| Q3 2025 | 605 | $5.41B |
| Q2 2025 | 567 | $4.59B |
| Q1 2025 | 570 | $4.62B |
| Q4 2024 | 558 | $4.00B |
| Q3 2024 | 532 | $3.96B |
| Q2 2024 | 536 | $3.93B |
| Q1 2024 | 503 | $3.94B |
| Q4 2023 | 506 | $3.34B |
| Q3 2023 | 478 | $3.11B |
| Q2 2023 | 496 | $3.18B |
| Q1 2023 | 493 | $2.92B |
| Q4 2022 | 576 | $4.28B |
| Q3 2022 | 618 | $5.92B |
| Q2 2022 | 631 | $6.11B |
| Q1 2022 | 653 | $8.43B |
| Q4 2021 | 675 | $9.13B |
| Q3 2021 | 637 | $9.73B |
| Q2 2021 | 620 | $9.10B |
| Q1 2021 | 629 | $9.14B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Lincoln National Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 919 | $37.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 915 | $36.9K | 0.00% | +150+19.6% | Added |
| HHM Wealth Advisors, LLC | 913 | $36.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 896 | $36.1K | 0.00% | −1,094−55.0% | Reduced |
| Boyd Watterson Asset Management LLC | 850 | $34.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $32.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 773 | $31.8K | 0.00% | +773 | New |
| Central Pacific Bank - Trust Division | 780 | $31.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 751 | $30.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 742 | $29.9K | 0.00% | −183−19.8% | Reduced |
| Manchester Capital Management LLC | 728 | $29.4K | 0.00% | −96−11.7% | Reduced |
| JPL Wealth Management, LLC | 721 | $29.1K | 0.01% | +721 | New |
| Whittier Trust Co | 648 | $26.6K | 0.00% | +79+13.9% | Added |
| United Community Bank | 598 | $24.1K | 0.01% | +598 | New |
| Wealthspire Advisors, LLC | 597 | $24.1K | 0.00% | +597 | New |
| South State Corp. | 548 | $22.1K | 0.00% | +211+62.6% | Added |
| Private Trust Co NA | 546 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 522 | $21.1K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 521 | $21.0K | 0.00% | +521 | New |
| Brown Brothers Harriman & Co | 502 | $20.2K | 0.00% | +502 | New |
| Atlantic Edge Private Wealth Management, LLC | 500 | $20.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 484 | $19.4K | 0.00% | +242+100.0% | Added |
| Massmutual Trust Co FSB | 458 | $18.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 414 | $16.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 410 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 400 | $16.1K | 0.00% | −450−52.9% | Reduced |
| Rakuten Securities, Inc. | 391 | $15.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 390 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 335 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 332 | $13.4K | 0.00% | +10+3.1% | Added |
| Geneos Wealth Management Inc. | 323 | $13.0K | 0.00% | −204−38.7% | Reduced |
| WealthCollab, LLC | 319 | $12.9K | 0.01% | +264+480.0% | Added |
| Crowley Wealth Management, Inc. | 300 | $12.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 300 | $12.0K | 0.00% | +33+12.4% | Added |
| Bell Investment Advisors, Inc | 291 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 290 | $11.7K | 0.00% | −740−71.8% | Reduced |
| Principal Securities, Inc. | 267 | $10.8K | 0.00% | +184+221.7% | Added |
| S&T Bank | 246 | $9.92K | 0.00% | +246 | New |
| Gladwyn Financial Advisors, Inc. | 220 | $8.88K | 0.01% | +2+0.9% | Added |
| Hollencrest Capital Management | 212 | $8.57K | 0.00% | +2+1.0% | Added |
| Pacific Center for Financial Services | 210 | $8.47K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 208 | $8.39K | 0.01% | +78+60.0% | Added |
| Private Wealth Management Group, LLC | 204 | $8.23K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $8.02K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 195 | $7.86K | 0.00% | +195 | New |
| Addison Advisors LLC | 194 | $7.83K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 171 | $6.90K | 0.00% | −4−2.3% | Reduced |
| American Capital Advisory, LLC | 167 | $6.74K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $6.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $5.85K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143 | $5.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 128 | $5.16K | 0.00% | −4−3.0% | Reduced |
| First Pacific Financial | 125 | $5.04K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 121 | $4.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $4.72K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $4.01K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 99 | $3.99K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 97 | $3.91K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 92 | $3.71K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 91 | $3.67K | 0.00% | −3−3.2% | Reduced |
| Fortitude Family Office, LLC | 86 | $3.47K | 0.00% | −47−35.3% | Reduced |
| True Wealth Design, LLC | 85 | $3.44K | 0.00% | +19+28.8% | Added |
| Federated Hermes, Inc. | 84 | $3.39K | 0.00% | −63−42.9% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.23K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 61 | $2.46K | 0.00% | +61 | New |
| Bruce G. Allen Investments, LLC | 53 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 48 | $1.94K | 0.00% | +6+14.3% | Added |
| New England Capital Financial Advisors LLC | 48 | $1.93K | 0.00% | +1+2.1% | Added |
| Mountain Hill Investment Partners Corp. | 40 | $1.61K | 0.00% | +40 | New |
| Albion Financial Group | 37 | $1.49K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 36 | $1.45K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 32 | $1.29K | 0.00% | +12+60.0% | Added |
| MV Capital Management, Inc. | 31 | $1.25K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 39 | $1.00K | 0.00% | +39 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $940 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 23 | $928 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $928 | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $766 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $686 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $686 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $565 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $565 | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $562 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $525 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 13 | $525 | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 13 | $524 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $443 | 0.00% | +4+57.1% | Added |
| Wolff Wiese Magana LLC | 10 | $404 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $399 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $285 | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $283 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $281 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $242 | 0.00% | 00.0% | Unchanged |